$Applied Optoelectronics(AAOI)$ The market is gradually pricing in a structural shift: data center interconnects are moving from copper-heavy to photonics as AI bandwidth demand explodes.
This isn't a hype cycle—it's infrastructure evolution.
The thesis is straightforward: bandwidth bottlenecks aren't solved with software. They're solved with physics.
Early capital is already rotating. The question is who's late to the shift.
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